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Adding a column to the Open Conveyancing Matters home screen?

  • 15 December 2023
  • 1 reply
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Hi

Does anyone know how to add a column when in the Matters tab, Conveyancing then the Open Conveyancing Matters home page?

I’ve tried right clicking on the column titles, but I want to add “Sellers Agent” but the option for that column isn’t available to select - any ideas how to add a column that isn’t in the drop-down menu?

Thanks

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Best answer by Tony Hastings 21 January 2024, 23:17

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Tony Hastings
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Hi @BushtoBeachLegal 

We don’t have an exact solution for you, but you could try using Tags to mark the matters with specific agents - please see the below support article for more information: 

https://support.smokeball.com/hc/en-au/articles/6011340797463-Add-and-apply-Matter-Tags-to-a-matter

If this does not work for you as a solution, please reply below and we will forward your feedback to the appropriate members of our team to look at.

 

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